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Dark Forest Capital Management’s PC Connection CNXN Stock Holding History

Dark Forest Capital Management’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$578K Sell
9,891
-10,141
-51% -$607K 0.05% 524
2025
Q4 		$1.16M Sell
20,032
-3,399
-15% -$202K 0.05% 606
2025
Q3 		$1.45M Buy
23,431
+701
+3% +$44.7K 0.05% 600
2025
Q2 		$1.5M Buy
+22,730
New +$1.47M 0.06% 580

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dark Forest Capital Management's CNXN Position: Q1 2026 in Review

Dark Forest Capital Management reduced its PC Connection (CNXN) stake by 51% in Q1 2026, selling an estimated $607K and leaving 9,891 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #524.

Dark Forest Capital Management first reported a position in CNXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q2 2025. 185 funds tracked by Wall St. Rank hold CNXN as of Q1 2026.

  • Dark Forest Capital Management held 9,891 shares of PC Connection worth $578K as of Q1 2026.
  • Dark Forest Capital Management sold 10,141 PC Connection shares in Q1 2026, an estimated $607K.
  • PC Connection made up 0.05% of Dark Forest Capital Management's portfolio in Q1 2026, its #524 holding.
  • Dark Forest Capital Management first reported a position in PC Connection in Q2 2025 and has held it in 4 quarters since.
  • Dark Forest Capital Management's PC Connection position peaked at $1.5M in Q2 2025.
  • 185 funds tracked by Wall St. Rank held PC Connection as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.